Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
15,589
+9,151
+142% +$709K ﹤0.01% 1901
2026
Q1 		$507K Sell
6,438
-3,690
-36% -$291K ﹤0.01% 2308
2025
Q4 		$792K Sell
10,128
-172
-2% -$14.1K ﹤0.01% 2118
2025
Q3 		$862K Buy
10,300
+153
+2% +$13.1K ﹤0.01% 1960
2025
Q2 		$914K Buy
10,147
+59
+0.6% +$5.31K ﹤0.01% 1810
2025
Q1 		$938K Sell
10,088
-646
-6% -$58.8K ﹤0.01% 1630
2024
Q4 		$1.01M Sell
10,734
-273
-2% -$26.4K ﹤0.01% 1539
2024
Q3 		$1.01M Buy
11,007
+290
+3% +$24.8K ﹤0.01% 1392
2024
Q2 		$801K Buy
10,717
+876
+9% +$68.4K ﹤0.01% 1380
2024
Q1 		$775K Buy
9,841
+1,009
+11% +$70.7K ﹤0.01% 1351
2023
Q4 		$639K Sell
8,832
-2,400
-21% -$174K ﹤0.01% 1371
2023
Q3 		$770K Buy
+11,232
New +$852K ﹤0.01% 1209

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Wealth Enhancement Advisory Services's MGEE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MGE Energy Inc (MGEE) stake by 142% in Q2 2026, buying an estimated $709K and bringing the position to 15,589 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Wealth Enhancement Advisory Services first reported a position in MGEE in Q3 2023 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,589 shares of MGE Energy Inc worth $1.27M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,151 MGE Energy Inc shares in Q2 2026, an estimated $709K.
  • MGE Energy Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1901 holding.
  • Wealth Enhancement Advisory Services first reported a position in MGE Energy Inc in Q3 2023 and has held it in 12 quarters since.
  • 50 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.